What is the 5-year rolling return of Navi Aggressive Hybrid Fund?

Across 858 overlapping 5-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 14.33% a year, with a median of 13.97%. The best 5-year stretch returned 21.90% a year and the worst returned 9.95%.

Has Navi Aggressive Hybrid Fund ever lost money over 5 years?

No. Every one of the 858 5-year holding periods in this fund's history ended in profit. The weakest returned 9.95% a year, for someone who invested on 7 May 2018. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Navi Aggressive Hybrid Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.33% a year on the Direct plan against 12.25% on the Regular plan, a difference of 2.08% a year.

What is the 1-year rolling return of Navi Aggressive Hybrid Fund?

Across 1,843 overlapping 1-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 13.20% a year, with a median of 10.58%. The best 1-year stretch returned 58.22% a year and the worst returned -21.07%.

What is the 3-year rolling return of Navi Aggressive Hybrid Fund?

Across 1,351 overlapping 3-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 14.53% a year, with a median of 14.50%. The best 3-year stretch returned 23.99% a year and the worst returned 8.48%.

What is the 7-year rolling return of Navi Aggressive Hybrid Fund?

Across 362 overlapping 7-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 12.91% a year, with a median of 12.99%. The best 7-year stretch returned 14.35% a year and the worst returned 10.93%.

Navi Mutual Fund

Navi Aggressive Hybrid Fund — rolling returns

Aggressive Hybrid · NAV data as of 16 October 2026

2,086 daily NAV records since 2 May 2018

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 858 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 2 May 2018 to 16 October 2026

Average rolling return

14.33%

Windows computed

858

Median return

13.97%

Standard deviation

2.27%

Best 5-year window

21.90%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

9.95%a year

Invested 7 May 2018 · exited 5 May 2023

Consistency — share of 5-year windows

Above 0%: 100.0% (858 of 858)
Above 8%: 100.0% (858 of 858)
Above 12%: 84.0% (721 of 858)
Above 15%: 33.8% (290 of 858)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 173 of 858 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Navi Aggressive Hybrid Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	13.20%	14.53%	14.33%	12.91%	—
Median	10.58%	14.50%	13.97%	12.99%	—
Minimum	-21.07%	8.48%	9.95%	10.93%	—
Maximum	58.22%	23.99%	21.90%	14.35%	—
Std deviation	11.93%	2.57%	2.27%	0.75%	—
Consistency
Above 0%	93.81%	100.00%	100.00%	100.00%	—
Above 8%	60.28%	100.00%	100.00%	100.00%	—
Above 12%	45.96%	83.79%	84.03%	88.12%	—
Above 15%	36.25%	41.52%	33.80%	0.00%	—
Coverage
Windows computed	1,843	1,351	858	362	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 2.08% a year more than Regular.

5-year rolling returns for Navi Aggressive Hybrid Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	14.33%	12.25%
Best window	21.90%from 23 Mar 2020	19.67%from 23 Mar 2020
Worst window	9.95%from 7 May 2018	8.01%from 7 May 2018
Windows computed	858	858

Common questions about Navi Aggressive Hybrid Fund

What is the 5-year rolling return of Navi Aggressive Hybrid Fund?: Across 858 overlapping 5-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 14.33% a year, with a median of 13.97%. The best 5-year stretch returned 21.90% a year and the worst returned 9.95%.
Has Navi Aggressive Hybrid Fund ever lost money over 5 years?: No. Every one of the 858 5-year holding periods in this fund's history ended in profit. The weakest returned 9.95% a year, for someone who invested on 7 May 2018. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Navi Aggressive Hybrid Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.33% a year on the Direct plan against 12.25% on the Regular plan, a difference of 2.08% a year.
What is the 1-year rolling return of Navi Aggressive Hybrid Fund?: Across 1,843 overlapping 1-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 13.20% a year, with a median of 10.58%. The best 1-year stretch returned 58.22% a year and the worst returned -21.07%.
What is the 3-year rolling return of Navi Aggressive Hybrid Fund?: Across 1,351 overlapping 3-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 14.53% a year, with a median of 14.50%. The best 3-year stretch returned 23.99% a year and the worst returned 8.48%.
What is the 7-year rolling return of Navi Aggressive Hybrid Fund?: Across 362 overlapping 7-year holding periods between 2 May 2018 and 16 October 2026, the Direct plan of Navi Aggressive Hybrid Fund returned an average of 12.91% a year, with a median of 12.99%. The best 7-year stretch returned 14.35% a year and the worst returned 10.93%.

Compare with other funds

Other Aggressive Hybrid funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.